Strategic Finance Lead, GTM

TRM Labs; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

TRM Labs is seeking a Strategic Finance Lead, GTM in San Francisco to drive rigorous planning, forecasting, and reporting. You will partner with Sales, Marketing, RevOps, and Customer Success to deliver insights that scale TRM efficiently and strategically.

You will build dynamic models, craft compelling narratives for executives and investors, and own the GTM budgeting and forecasting rhythms in a fast-paced environment.

Qualifications

• 4–7 years of experience across investment banking, investing, consulting, or finance at a high-growth tech company.
• Experience supporting revenue-driving or customer-facing teams (Sales, Marketing, RevOps, or CS) strongly preferred.
• Expert-level Excel and Google Sheets modeling skills.
• Clarity and polish in writing and presentations.
• Experience with planning cycles (monthly, quarterly, annual).
• Comfort with working independently and proactively driving outcomes.
• Degree in Finance, Accounting, Economics, or Business Administration preferred; MBA a plus

Responsibilities

• Lead monthly and quarterly forecasting and reporting rhythms with deep ownership of GTM forecasts (bookings, ARR, pipeline, and headcount).
• Own budget-vs-actuals updates for GTM functions, identifying variances across sales capacity and marketing spend.
• Develop board-ready materials and clear financial narratives for executive reviews.
• Support top-down and bottom-up planning for 2026 and beyond, including sales capacity modeling and growth scenarios.
• Build models and templates to inform GTM investment decisions, including hiring and marketing mix.
• Drive strategic projects including pricing, packaging, and sales compensation economics.
• Assist with investor reporting and fundraising, articulating GTM strategy and unit economics.

Skills

Excel modeling

Google Sheets

Forecasting

Presentations

Writing

Education

MBA (preferred)

Finance degree

Economics degree

Job description

Build a Safer World.

TRM Labs provides AI-powered intelligence solutions that help public and private sector agencies investigate and disrupt crime. TRM's platforms enable investigators to trace illicit activity, build cases, and construct operating pictures of threat networks. Leading agencies and businesses worldwide rely on TRM to make the world safer and more secure.

As a Strategic Finance Lead, GTM, you will play a critical role in shaping TRM’s financial trajectory by driving rigorous planning, analysis, and reporting with a primary focus on supporting GTM strategy and execution. Reporting to the Head of Strategic Finance, you’ll partner closely with Sales, Marketing, Revenue Operations, and Customer Success to deliver insights that help TRM scale efficiently and strategically. You’ll lead core FP&A rhythms — including forecasting, reporting, and long-range planning — while building dynamic models and crafting clear, compelling narratives for executives, the board, and investors. This role is a strong fit for an analytically rigorous, detail-oriented finance athlete who thrives in a fast-paced environment and enjoys solving complex problems collaboratively.

Strategic Finance at TRM is still early — you will shape not just the business, but also the team and culture as we build a world‑class function. This role is an exceptional launch pad for an ambitious finance professional seeking outsized impact, close mentorship, and accelerated growth.

The impact you will have:

• Lead monthly and quarterly forecasting and reporting rhythms, with deep ownership of GTM forecasts (bookings, ARR, pipeline, and headcount), partnering closely with the Head of Strategic Finance

• Own budget‑vs‑actuals updates for GTM functions, identifying variances across sales capacity, marketing spend, and customer acquisition metrics

• Develop board‑ready materials and compelling financial narratives related to growth performance, efficiency, and ROI for executive reviews and company all‑hands meetings

• Support comprehensive top‑down and bottom‑up financial planning for 2026 and beyond, including sales capacity modeling, quota planning, and growth scenarios

• Build models and templates to inform GTM investment decisions, including hiring, target setting, and marketing mix

• Drive strategic projects — including pricing and packaging, sales compensation economics, vendor optimization, ROI analysis, and more

• Assist with investor reporting and fundraising, articulating TRM’s GTM strategy, unit economics, and path to efficient scale, with a path toward increasing ownership and responsibility

What we’re looking for:

• 4–7 years of experience across investment banking, investing, consulting, or finance at a high‑growth tech company

• Experience supporting revenue‑driving or customer‑facing teams (Sales, Marketing, RevOps, or CS) strongly preferred

• Expert‑level Excel and Google Sheets modeling skills

• Clarity and polish in writing and presentations

• Experience with planning cycles (monthly, quarterly, annual)

• Comfort with working independently and proactively driving outcomes

• Degree in Finance, Accounting, Economics, or Business Administration preferred; MBA a plus

Interviewing with TRM

Our process is designed to understand how you think, solve problems, and deliver impact, while allowing you to evaluate TRM. Most interview processes include a case study, an AI skills assessment, and a Leadership Principles interview.

• Recruiter Intro: Qualifications, motivations, and alignment with the role.

• Hiring Manager: Deep dive into your relevant experience, skills, and impact.

• First Round: 1–2 interviews focused on the skills most critical to the role.

• Final Round: Hands‑on case study. This is usually a panel‑style session where we go deeper into your craft, problem‑solving, and alignment with TRM.

• References: Former colleagues who can provide insight into your work and impact.

• Offer: Congrats! Your recruiter will present the offer and compensation details.

• Welcome to TRM: We’re excited to build a safer world with you!

Your recruiter will share your specific interview plan and preparation guidance along the way.

AI Fluency at TRM

AI fluency is a baseline expectation at TRM.

We believe AI meaningfully changes how top performers operate. We expect every team member to use AI to accelerate and reimagine their craft, not just automate surface tasks.

At TRM, AI fluency means you are among the top 10 percent of operators in your function in how you apply AI to:

• Accelerate repeatable workflows

• Structure and solve problems

• Improve output quality

• Increase speed and leverage

You will be evaluated on applied AI fluency during the interview process.

Life at TRM

We are building a safer world. That promise shows up in how we work every day.

TRM moves FAST. We are a high‑velocity, high‑ownership team that expects clarity, follow‑through, and impact. People who thrive here are energized by hard problems, experimentation, and continuous feedback. If something takes months elsewhere, it will ship here in days.

Our work sits at the intersection of AI, national security, and fighting crime. The problems are complex, the stakes are real, and the environment evolves quickly. The pace and intensity of the work reflect the importance of the mission. As a result, the way we operate requires a high level of ownership, adaptability, collaboration, and creative problem‑solving.

At TRM, you should expect:

• Priorities and targets to change quickly

• Operating with a high degree of ambiguity

• A high level of personal ownership and accountability

• Close collaboration across teams and functions

• Frequent, high‑touch communication

• Creative problem‑solving and out‑of‑the‑box thinking

• A pace that rewards urgency, adaptability, and outcomes

This environment is energizing for people who enjoy building, solving hard problems, and making progress in situations that are not always fully defined. It also requires thriving in ambiguity, adjusting course as new information emerges, and maintaining focus and positivity in a fast‑moving and intense environment.

We also recognize that this style of operating is not for everyone. If you are primarily optimizing for predictability or a consistently balanced workload, we encourage you to use the interview process to pressure‑test whether this environment is truly the right fit. We want teammates who thrive here, not just survive here.

If you are excited by meaningful problems, motivated by ambitious goals, and energized by working alongside mission‑driven colleagues, there is a good chance you will find TRM to be an exceptional place to grow and contribute.

Leadership Principles

We hire and grow against three leadership principles. They’re the standards for how we operate, treat each other, and make decisions.

• Impact‑Oriented Trailblazer: We put customers first and move with speed, focus, and adaptability. We treat every plan like an experiment – test, ship, measure, and iterate quickly.

• Master Craftsperson: We care deeply about our craft. We balance speed with high standards, own outcomes end‑to‑end, and invest in getting better everyday.

• Inspiring Colleague: We add clarity and energy, not noise. We bring humility, candor, and a one‑team mindset — giving and receiving feedback to make the team stronger.

Join our Mission

At TRM, we care deeply about our craft. We are looking for individuals who want their work to matter, who experiment with speed and rigor, and who take pride in building a safer world for billions of people. If you’re excited by TRM’s mission but don’t check every box, we encourage you to apply — we hire for slope, judgment, and the will to learn fast.
TRM is a Series C company with $220M in total funding, backed by Goldman Sachs, Bessemer, Y Combinator, Thoma Bravo, and others. Headquartered in San Francisco, TRM operates as a distributed‑first company with hubs in Los Angeles, San Francisco, New York, Washington D.C., London, and Singapore.

Privacy Policy and Additional Information

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We collect the information you provide (such as your resume, work history, and contact details) solely for the purpose of evaluating your candidacy for current and future roles at TRM.

Because our hiring cycles for certain positions may span 24 to 36 months, we retain your personal information for up to 36 months from the date of your application. After that period, your data is deleted unless a different retention period is required or permitted by law.

If you are located in the European Economic Area, the United Kingdom, or another jurisdiction with applicable data protection laws, you have the right to access, correct, or request deletion of your personal data at any time before that period ends. To exercise any of these rights, contact us at [e-mail].

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The use of AI tools of any kind (including but not limited to notetakers, interview assistants, and real‑time coaching tools such as Otter.ai, Fireflies, Fathom, Cluey, or similar) during TRM interviews is not permitted without prior approval from TRM. TRM uses its own internal tools for note‑taking to ensure a consistent and confidential experience for all candidates.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this form.

Recruitment agencies

TRM Labs does not accept unsolicited agency resumes. Please do not forward resumes to TRM employees. TRM Labs is not responsible for any fees related to unsolicited resumes and will not pay fees to any third‑party agency or company without a signed agreement.